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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
651
Benchmark Wealth Management
Connecticut
$223K +$2.44K +18 +1%
CSB
652
City State Bank
Iowa
$222K
RFN
653
Redwood Financial Network
Ohio
$220K -$69.4K -513 -22%
SC
654
Sierra Capital
Florida
$219K -$37.8K -279 -13%
WIM
655
WealthPlan Investment Management
Nebraska
$218K +$213K +1,571 New
CNBT
656
Cornerstone National Bank & Trust
Illinois
$218K +$242K +1,789 New
BPWM
657
Badgley Phelps Wealth Managers
Washington
$213K -$10.7K -79 -4%
D
658
Diversified
Delaware
$213K +$237K +1,750 New
ZF
659
Zhang Financial
Michigan
$212K -$137K -1,010 -37%
BBHC
660
Brown Brothers Harriman & Co
New York
$210K
LTL
661
Lowery Thomas LLC
California
$208K +$231K +1,706 New
HGERS
662
Householder Group Estate & Retirement Specialist
Arizona
$208K +$232K +1,713 New
TIA
663
Tiemann Investment Advisors
California
$206K
MPCL
664
My Personal CFO LLC
Washington
$203K +$45.1K +333 New
VF
665
Virtu Financial
New York
$203K +$226K +1,670 New
SAM
666
Seelaus Asset Management
New Jersey
$201K -$38.9K -287 -15%
CPFP
667
Clear Perspectives Financial Planning
Ohio
$196K -$48.7K -360 -18%
First Manhattan
668
First Manhattan
New York
$194K
OSAM
669
O'Shaughnessy Asset Management
Connecticut
$193K
JFGIW
670
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$190K +$81.8K +604 +66%
PG
671
Proffitt & Goodson
Tennessee
$182K
CT
672
Caldwell Trust
Florida
$180K +$948 +7 +0.5%
CA
673
Clearstead Advisors
Ohio
$171K
OHWP
674
Oak Harbor Wealth Partners
North Carolina
$171K
WFA
675
Wells Financial Advisors
Massachusetts
$164K